Execution Focus

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  • CDM Strategic Ventures advises a limited number of family offices and institutional investors on complex, off-market private capital transactions where scale, access, timing, or liquidity constraints require a highly controlled process.

    Engagements are typically concentrated, negotiated situations that are not suitable for broad distribution, auction processes, or multi-buyer syndication.

    CDM works on both the buy and sell side, acting as a discreet advisor rather than an intermediary.

  • We advise on primary capital allocations in select private companies and platforms where access, structure, and timing require bilateral or highly controlled processes.

    These situations often involve:

    • Single-buyer or small, aligned counterparties

    • Direct negotiation with issuers or controlling stakeholders

    • Sizeable capital commitments requiring institutional decision-making

    Primary transactions are structured to prioritize certainty of execution, governance alignment, and long-term ownership considerations.

  • We advise on negotiated secondary liquidity for founders, early investors, and institutions seeking discreet exits in concentrated positions.

    These situations typically involve:

    • Large, single-buyer or tightly coordinated purchases

    • Sensitive cap tables or transfer restrictions

    • Timing-driven or access-driven liquidity needs

    CDM does not run broad secondary processes or circulate opportunities widely. Transactions are handled on a confidential, off-market basis.

  • In select cases, CDM advises on concentrated ownership transactions where a small number of buyers or sellers must be carefully aligned.

    These situations may arise from:

    • Strategic portfolio rebalancing

    • Regulatory, structural, or jurisdictional constraints

    • Non-marketable or time-sensitive capital needs

    CDM focuses on structuring and execution rather than volume, prioritizing outcome certainty over process.

  • To avoid confusion, CDM does not:

    • Run auctions or broadly marketed processes

    • Distribute deals to large investor lists

    • Intermediate sub-scale transactions

    • Act as a placement agent or broker

    Engagements are limited and highly selective.

  • CDM regularly advises on cross-border private capital transactions involving U.S., European, and non-U.S. counterparties. Engagements often require coordination across legal, regulatory, tax, and settlement frameworks, particularly where ownership transferability, capital controls, or jurisdictional approvals are relevant.

    We advise on complex, off-market capital situations where jurisdictional, structural, or timing considerations make traditional fundraising or auction processes impractical.

    Transactions are structured to align counterparties under a single, negotiated process rather than a multi-jurisdictional auction.

  • CDM engagements typically originate from existing relationships, direct introductions, or specific transaction-driven mandates where scale, timing, or access constraints require a highly controlled process.

    CDM does not accept unsolicited pitches, run broad capital raises, or participate in intermediary-led distribution processes. Engagements are limited and initiated on a case-by-case basis.